# Sun Life Financial U.S. Services Company, INC. DB Plan
Source: https://planprovider.pro/companies/sun-life-financial-u-s-services-company-inc-plan-001

> Sun Life Financial U.S. Services Company, INC.'s DB plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Life Financial U.S. Services Company, INC.

- **Sponsor EIN:** 263730703

- **Sponsor Address:** ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA, 02481

- **Plan Type:** DB

- **Total Participants:** 295

- **Total Assets:** $252.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|295|$252.6M|$0|$0|

| 2023|310|$270.6M|$0|$0|

| 2022|319|$274.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SUN LIFE ASSURANCE CO. OF CANADA|AFFILIATE|$446,166|—|$446,166|

| WILLIS TOWERS WATSON, LLC|ACTUARY|$83,576|—|$83,576|

| PWC US TAX LLP|ADMINISTRATOR|$34,290|—|$34,290|

| DELOITTE & TOUCHE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SUN LIFE ASSURANCE CO. OF CANADA](https://planprovider.pro/provider/marsh-mclennan-agency) — AFFILIATE

- [WILLIS TOWERS WATSON, LLC](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $564,032

- **Estimated Expense Ratio:** 0.223% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$783,303|$446,166|—|—|—|

| 2023|$784,861|$448,717|—|—|—|

| 2022|$812,661|$520,859|$1,251|—|$89,559|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-life-financial-u-s-services-company-inc-plan-001)

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